QCOM Ticker Curator

• Semi capex forecast jumps to $143B in 2026 (+23% YoY), $182B in 2027.
• Value migrating from chip designers like QCOM, NVDA, AMD, AVGO to equipment...

Strategic poach from rival Intel: Kevin O’Buckley appointed EVP Global Operations & Supply Chain effective March 2, overseeing manufacturing,...

QCOM's Galaxy-optimized chip powers S26 series worldwide (Ultra) and select regions (+/base), featuring 3rd Gen Oryon CPU, Adreno GPU, Hexagon NPU for...

AAII compares NVDA and QCOM stocks:

• Growth Grades: QCOM earns an A (top 20%), NVDA a B (score 68, strong).
• Financials: NVDA's $4.8T cap, 53%...

• Stock Price: $146.13 USD, +0.21% (926,516 vol)
• Zacks Rank: 5-Strong Sell (timeliness 1-3 months)
• Style Scores: Value A, Growth A, Momentum A, VGM A – ideal for value/dividend strategies

• US Bancorp DE cut stake by 1.8%, selling 22,802 shares to hold 1,238,180 worth $206M.
• Thoroughbred Financial slashed 27.4%, sold 5,598 shares,...

Key innovations from Qualcomm's demo:

• Agentic AI + 6G enables personalized, intelligent connectivity.
• Devices gain environmental awareness, learn...

Early trading shows QCOM at $146.00 (+$0.17, +0.12%).

• Volume: 1,245,150 shares
• Today's range: Open $145.92, High $146.94, Low $145.31
• 52W extremes: High $205.95, Low $120.80
  Data delayed 20min, as of 10:17AM ET

• Data Center Entry: Qualcomm delivers rack-scale AI hardware/software built on 2019 AI 100 inference chip.
• Market Play: Renewed push into space...

Qualcomm (QCOM) shares gained 0.72% on February 25, closing at $144.78 amid queries on the latest market volatility impacting portfolios.

Qualcomm and Vusion unveil AI-Native Store whitepaper, leveraging BLE, EdgeSense, and on-device AI to redefine retail operations.

Key unlocks:
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Key FY2025 metrics for QCOM profitability and growth:

• Revenue: $44.3B
• Gross Margin: 55.4%

Key advancements in utility private networks:

• Anterix deepens ties with Qualcomm to accelerate 5G adoption for grids and critical infrastructure.
  -...

Key demo highlights automotive satellite potential:

• Viasat, Cubic, Qualcomm & Fraunhofer IIS showcase satellite voice calls for connected vehicles...

Qualcomm's Snapdragon 8 Elite Gen 5 for Galaxy dominates early Geekbench 6 benchmarks for upcoming Galaxy S26 devices:

• Single-core: 3,670 vs Exynos...

Analyst Upgrades

• 🔥 Loop Capital to Buy: Loop Capital upgraded Qualcomm to Buy after shares fell 13% over the past year and another 18% so far...

Stock underperformance persists amid strong fundamentals:

• Down 13% past year & 18% YTD; lags Dow by 27.5% despite $12.25B record Q1 revenue.
  -...

Key risks from Qualcomm's 2024 chipset vulnerability (CVE-2024-43047) in DSP service:

• Affected 64+ chipsets like Snapdragon 8 Gen 1 in Samsung,...

Key investor events ahead:

• Annual Stockholder Meeting: March 17, 2026 at 8:30 AM PT – mark your calendars.
• Q2 Earnings Release: Expected April 29,...

Saudi firm HUMAIN deploys 1,024 Qualcomm AI accelerators, spotlighting QCOM hardware in Middle East AI push and signaling strong regional demand.